HomeCompareDTLGX vs SPHD

DTLGX vs SPHD: Dividend Comparison 2026

DTLGX yields 28.81% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DTLGX wins by $97.0K in total portfolio value
10 years
DTLGX
DTLGX
● Live price
28.81%
Share price
$37.18
Annual div
$10.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$123.5K
Annual income
$15,778.36
Full DTLGX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — DTLGX vs SPHD

📍 DTLGX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodDTLGXSPHD
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, DTLGX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
DTLGX pays
SPHD pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

DTLGX
Annual income on $10K today (after 15% tax)
$2,448.55/yr
After 10yr DRIP, annual income (after tax)
$13,411.61/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, DTLGX beats the other by $12,929.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of DTLGX + SPHD for your $10,000?

DTLGX: 50%SPHD: 50%
100% SPHD50/50100% DTLGX
Portfolio after 10yr
$75.0K
Annual income
$8,172.86/yr
Blended yield
10.90%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DTLGX buys
0
SPHD buys
0
No recent congressional trades found for DTLGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDTLGXSPHD
Forward yield28.81%4.30%
Annual dividend / share$10.71$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$123.5K$26.5K
Annual income after 10y$15,778.36$567.37
Total dividends collected$83.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: DTLGX vs SPHD ($10,000, DRIP)

YearDTLGX PortfolioDTLGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,581$2,880.65$11,130$430.50+$2.5KDTLGX
2$18,187$3,656.17$12,357$447.82+$5.8KDTLGX
3$24,037$4,576.09$13,687$464.65+$10.3KDTLGX
4$31,371$5,652.14$15,126$480.98+$16.2KDTLGX
5$40,462$6,894.27$16,682$496.78+$23.8KDTLGX
6$51,604$8,310.26$18,362$512.03+$33.2KDTLGX
7$65,122$9,905.41$20,174$526.72+$44.9KDTLGX
8$81,363$11,682.36$22,127$540.84+$59.2KDTLGX
9$100,699$13,640.98$24,230$554.39+$76.5KDTLGX
10$123,526$15,778.36$26,493$567.37+$97.0KDTLGX

DTLGX vs SPHD: Complete Analysis 2026

DTLGXStock

The fund invests, under normal circumstances, at least 80% of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000® Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”).

Full DTLGX Calculator →

SPHDETF

The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.

Full SPHD Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.